+166.7%
NET vs DOCS
-36.0%
+202.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -1.0% |
| 7D | -7.0% | -1.4% | -5.6% | -6.5% |
| 30D | -4.8% | +21.8% | -26.6% | -12.9% |
| 3M | +3.8% | +27.3% | -23.5% | -7.0% |
| 6M | +50.0% | -0.3% | +50.4% | +43.9% |
| YTD | +41.5% | -40.5% | +82.0% | +62.5% |
| 1Y | +32.8% | -61.5% | +94.4% | +78.1% |
| 3Y | +335.9% | +8.2% | +327.7% | +241.7% |
| 5Y | +113.8% | -73.4% | +187.3% | +118.3% |
| All | +166.7% | -36.0% | +202.7% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling